U.S. Online Retail and Ecommerce Stock News

NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

Is Freshworks’ (FRSH) ReFresh Cost Push Quietly Redefining Its Long‑Term Value Proposition?

In recent months, Freshworks has advanced its efficiency program, completing about 70% of planned initiatives and redirecting freed-up cash toward enhancing its service offerings. This shift, led by CEO Dominik Richter under the ReFresh strategy, aims to widen the company’s value-to-price ratio by using cost discipline to fund product innovation that can support stronger customer retention and lifetime value. Next, we will examine how Freshworks’ ReFresh efficiency and reinvestment push...
NYSE:D
NYSE:DIntegrated Utilities

Evaluating Dominion Energy (D) After Offshore Wind Cost Increase And 2027 Completion Delay

Dominion Energy (D) is in focus after revising the budget and timeline for its Coastal Virginia Offshore Wind project. The project is now estimated at US$11.5b, with full completion targeted for early 2027. See our latest analysis for Dominion Energy. Those offshore wind revisions come as Dominion Energy’s recent news flow has also included a fresh quarterly dividend declaration and a new environmental stewardship agreement along the W&OD Park. The 1-year total shareholder return of 19.27%...
NYSE:HRB
NYSE:HRBConsumer Services

Has The Recent Slide In H&R Block (HRB) Opened A Valuation Opportunity?

If you are wondering whether H&R Block shares are priced attractively right now, the key question is whether the current market price lines up with the company’s underlying fundamentals. The stock recently closed at US$37.20, after a 5.3% decline over the last week, a 12.7% decline over the past month, and a 29.5% decline over the last year, even though the 5 year return sits at 127.9%. Recent coverage has focused on H&R Block’s position as a long established tax preparation brand and how...
NYSE:KR
NYSE:KRConsumer Retailing

Is Kroger (KR) Pricing Reflect Its Cash Flow Outlook And Elevated P/E Ratio?

If you have ever looked at Kroger and wondered whether the current share price really lines up with the value of the business, this breakdown is for you. Kroger's share price last closed at US$64.17, with returns of 3.3% over the past week, 1.9% over the last month, 1.9% year to date and 2.3% over the past year, while the 3 year and 5 year returns sit at 54.3% and 112.5%. Recent coverage around Kroger has focused on its position as a major US grocer and how it fits into consumer spending...
NasdaqGS:IAS
NasdaqGS:IASMedia

How Investors May Respond To IAS Adding Streaming Ad Veterans To Its Board Of Directors

Integral Ad Science Holding Corp. recently added Bob Lord, president of Horizon Media Holdings, and Krishan Bhatia, former head of Amazon’s global video advertising business, to its Board of Directors, effective January 28, 2026. The appointments bring deep experience in data-driven media, streaming TV advertising, and advanced ad technology, potentially influencing how IAS shapes its product roadmap and industry partnerships. We’ll now examine how adding leaders with extensive digital...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Woodward (WWD) Margin Improvement Tests Bullish High‑Quality Earnings Narrative

Woodward (WWD) has opened its 2026 financial year with Q1 revenue of US$996.5 million and basic EPS of US$2.23, alongside trailing twelve month revenue of US$3.8 billion and EPS of US$8.18 that tie into reported earnings growth of 32.1% over the past year. The company has seen revenue move from US$772.7 million and EPS of US$1.47 in Q1 2025 to US$996.5 million and EPS of US$2.23 in Q1 2026, while trailing net margin has shifted from 11.2% to 12.9%, setting up a results season in which...
NYSE:CSL
NYSE:CSLBuilding

How Carlisle’s 2026 Low-Growth Guide And Dividend Move At Carlisle Companies (CSL) Has Changed Its Investment Story

Carlisle Companies Incorporated recently issued 2026 earnings guidance, saying it expects consolidated revenues to grow at a low-single-digit percentage year over year, and its board affirmed a US$1.10 per share dividend payable on March 2, 2026. The timing of this modest growth outlook, coming just before an earnings release that follows earlier estimate-beating results, offers investors a clearer view of management’s confidence and priorities. We’ll now look at how Carlisle’s...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX Defense And Asia Deals Shape Growth And Valuation Outlook

RTX's Raytheon business was selected by DARPA to work on advanced maritime sensing and targeting technology to protect commercial shipping and naval vessels. RTX signed memoranda of understanding with partners in Singapore covering aerospace collaboration and support. The company also entered long term maintenance and support agreements with several major Asian airlines, expanding its service presence in the region. For investors watching NYSE:RTX, these defense and aerospace updates come...
NasdaqGS:LITE
NasdaqGS:LITECommunications

A Look At Lumentum Holdings (LITE) Valuation After Q2 Profit Return And Strong Revenue Guidance

Q2 earnings shift the story for Lumentum Holdings (LITE) Lumentum Holdings (LITE) just delivered a Q2 earnings report that turned prior losses into profit, paired with fresh revenue guidance for the next quarter that keeps investor attention firmly on the stock. See our latest analysis for Lumentum Holdings. The recent earnings swing back to profit has arrived alongside strong price momentum, with a 90 day share price return of 86.94% and a very large 1 year total shareholder return that is...
NYSE:STC
NYSE:STCInsurance

Will New PropStream Media Push and Leadership Shifts Reframe Stewart Information Services' (STC) Real Estate Data Narrative?

Stewart Information Services recently drew investor attention ahead of its February 4, 2026 Q4 earnings release, amid upbeat analyst coverage and company updates including the launch of PropStream’s new educational media series and leadership changes at its data services subsidiary. PropStream Pros, now streaming across major platforms, underlines Stewart’s push to deepen engagement with real estate professionals through practical, real-world content rather than purely transactional...
NYSE:KKR
NYSE:KKRCapital Markets

Is KKR (KKR) Still Attractive After A 30% Slide And Rich Earnings Multiple

If you are wondering whether KKR's current share price offers good value or just reflects past enthusiasm, you are not alone. The stock trades at US$103.28 after an 11% decline over the last 7 days, a 19.9% decline over the last 30 days, and a 30.4% decline over the last year. However, the 3 year and 5 year returns of 79.3% and 131.8% still stand out. Recent news flow around KKR has focused on its role as a large alternative asset manager, its activity across private markets, and its...
NYSE:CWT
NYSE:CWTWater Utilities

California Water Service CEO Joins Policy Council As Valuation Stays Stretched

Martin Kropelnicki, Chairman and CEO of California Water Service Group (NYSE:CWT), has joined the CalCEO Council. The council brings together leading California CEOs to discuss and advise on statewide economic policy and business practices. This appointment connects California Water Service Group more directly with policy conversations that can influence the operating environment for regulated utilities in the state. California Water Service Group is a regulated water utility, so its...
NasdaqGS:DOX
NasdaqGS:DOXIT

Amdocs (DOX) Is Down 10.1% After AI OS Launch, CEO Shift and Dividend Hike - What's Changed

Amdocs recently reported fiscal first-quarter 2026 results with revenue of US$1,155.94 million and net income of US$157.57 million, alongside a higher quarterly dividend and a planned CEO transition from Shuky Sheffer to Shimie Hortig effective March 31, 2026. At the same time, Amdocs advanced its generative AI push with the launch of its aOS telecom operating system, completed the MATRIXX Software acquisition, and expanded relationships with T-Mobile, Vodafone Germany, and VIDAA to broaden...
NYSE:CMI
NYSE:CMIMachinery

A Look At Cummins (CMI) Valuation As Earnings Approach And Revenue Decline Is Expected

Earnings report in focus Cummins (CMI) is back in the spotlight as investors watch Thursday morning’s earnings report, with market attention on the expected 4% year-on-year revenue decline and on whether the company outperforms forecasts again. See our latest analysis for Cummins. The upcoming earnings release comes after a strong run in the shares, with a 30 day share price return of 15.45% and a 90 day share price return of 37.23%. The 1 year total shareholder return of 69.12% and 3 year...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

C.H. Robinson Uses AI To Support Efficiency Gains In Soft Freight Market

C.H. Robinson Worldwide (NasdaqGS:CHRW) is highlighting the use of artificial intelligence to improve operational efficiency and volume handling in a soft freight market. The company reports improved profitability in its North American Surface Transportation segment, linking part of that outcome to AI driven process automation and decision support. Executives emphasize that AI tools are helping match loads and capacity more efficiently while freight volumes and pricing remain under...
NasdaqGS:VRNS
NasdaqGS:VRNSSoftware

Is It Time To Reassess Varonis Systems (VRNS) After The Steep Share Price Slide?

If you are wondering whether Varonis Systems at around US$26.53 is starting to look interesting on price, you are not alone. The stock has been under pressure recently, with a 22.4% decline over the last 7 days, 17.2% over the past month and 43.4% over the past year, and it is 60.5% lower over 5 years. This may be changing how investors think about its potential and its risks. Recent coverage around Varonis has focused on its position in data security software and how the company is...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Willis Towers Watson (WTW) One Off US$744 Million Gain Fuels EPS Rebound Narrative

Willis Towers Watson (WTW) closed the third quarter of FY 2025 with revenue of US$2,288 million and basic EPS of US$3.10 on net income of US$304 million, capping a trailing twelve month period that totaled US$9.8 billion in revenue and EPS of US$21.37. Over the past three quarters of FY 2025, the company has seen revenue move from US$2,223 million in Q1 to US$2,288 million in Q3, while quarterly EPS ranged from US$2.35 to US$3.34. This sets the scene for investors to focus on how much of this...
NasdaqGS:ALHC
NasdaqGS:ALHCHealthcare

A Look At Alignment Healthcare (ALHC) Valuation After Upbeat Analyst Commentary And Target Raises

Alignment Healthcare (ALHC) drew fresh investor attention after upbeat analyst commentary, including Baird’s remarks on its earnings outlook and a series of recent target raises, coincided with a 4% share move. See our latest analysis for Alignment Healthcare. That upbeat analyst sentiment is landing on a stock that already has momentum, with a 9.21% 7 day share price return, a 34.17% 90 day share price return and a 48.06% 1 year total shareholder return. This suggests improving confidence...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Did Apple’s Record iPhone and Services Quarter Just Shift Its (AAPL) Investment Narrative?

In late January 2026, Apple reported record fiscal first-quarter results, with revenue of US$143,756 million and net income of US$42,097 million, alongside a dividend of US$0.26 per share and completion of a US$25,202.95 million buyback program. Beyond headline growth, Apple’s quarter underscored the strength of iPhone demand and Services revenue, including especially strong momentum in Greater China and increasing production support from new policy tailwinds in India. Against this...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

A Look At Mirum Pharmaceuticals (MIRM) Valuation After Bluejay Deal And Strong 2025 And 2026 Revenue Update

Why Mirum’s latest acquisition and sales update matter for investors Mirum Pharmaceuticals (MIRM) has just closed its purchase of Bluejay Therapeutics and reported unaudited 2025 net product sales that topped earlier guidance, alongside a 2026 revenue outlook that points to stronger top line expectations. See our latest analysis for Mirum Pharmaceuticals. Investors have reacted positively to Mirum’s deal making and sales update, with a 30 day share price return of 35.07% and a 90 day share...
NYSE:MOD
NYSE:MODBuilding

Is Modine (MOD) Quietly Recasting Its Moat Around Data Center Climate Solutions?

In late January 2026, Modine Manufacturing advanced its transformation by planning calls on a proposed Performance Technologies divestiture and go-forward strategy while Airedale by Modine introduced the TurboChill 3+MW chiller for high-density, GPU-powered data centers. This combination of portfolio reshaping and specialized cooling innovation highlights Modine’s push to align more tightly with data center and climate-focused thermal management needs. Next, we’ll examine how this pivot...
NasdaqGM:NTLA
NasdaqGM:NTLABiotechs

FDA Clears Intellia Phase 3 ATTRv PN Trial Lifting Key Overhang

FDA lifts clinical hold on Intellia Therapeutics' Phase 3 MAGNITUDE-2 trial of Nexiguran Ziclumeran (Nex-Z) for hereditary transthyretin amyloidosis with polyneuropathy (ATTRv-PN). Regulators cleared trial resumption following agreement on study modifications and enhanced safety monitoring. The decision affects Intellia Therapeutics' (NasdaqGM:NTLA) late stage gene editing pipeline and its progress in ATTRv-PN. Intellia Therapeutics, traded as NasdaqGM:NTLA, is developing CRISPR based...
NYSE:RNST
NYSE:RNSTBanks

Is Renasant (RNST) Still Attractively Priced After Recent Share Price Strength

If you are asking whether Renasant at around US$38.43 still offers value, you are not alone. This article is designed to walk you through that question step by step. The stock has returned 3.3% over the last 7 days, 8.7% over the past month, 8.7% year to date, and 1.4% over the last year, which may have caught the eye of investors thinking about both growth potential and shifting risk perceptions. Recent attention on regional banks and their balance sheet resilience has kept investors...
NYSE:INGR
NYSE:INGRFood

Ingredion (INGR) Margin Stability And TTM EPS Base Test Bearish Earnings Narratives

Ingredion (INGR) has put fresh numbers on the table for FY 2025, with Q3 revenue at US$1,816 million and basic EPS of US$2.66, giving investors a clear read on how recent trading is flowing through to the bottom line. Over the past few quarters, the company has seen revenue move between US$1,800 million and US$1,878 million, while quarterly EPS ranged from about US$1.46 to just over US$3.05. This sets a useful context for gauging how consistent the current run rate looks. With trailing net...